Bloom Wealth & Legacy Planning

Bloom Wealth & Legacy Planning Bloom Wealth Inc. Our integrated approach cultivates a specific plan for you and supports it through the different seasons and stages of your life.

specializes in providing financial solutions (insurance, investments, tax and estate) for business owners, incorporated professionals, individuals and their families. is focused on the growth and protection of everything that is important to you – your family, your business, your career, your health, your retirement. While we want to help you reach your end goals, we also believe it’s important th

at you thrive along the way. As the saying goes, the journey is as important as the destination. You can expect us to anticipate ways to save and protect your wealth and keep you up to date on opportunities as they arise. We are here to help you find answers to tough questions, helping you solve problems now with the goal to provide you with as much peace of mind as possible for tomorrow. At Bloom Wealth Inc. we’re here to find out what you want to achieve in the short and long term and then customize a plan that will help you get there. Supported by a committed team whose skills and service enhance the vision for each client, Bloom Wealth Inc. is driven by a mantra of care, trust, and growth. You can count on us to be there for you, your family or your business during both the exciting and challenging times. Keeping your very best interests in mind are at the heart of our work each day. We’re here for you today, we’re in it for the long haul, and we look forward to earning your trust and watching you, and everything that’s important to you, flourish.

04/01/2023
03/31/2023

Your daily briefing with what you need to know for markets in the days ahead, including exclusive commentary from Barron's and MarketWatch writers.

03/30/2023

CEOs benefit from having someone who can balance their weaknesses and provide accountability in leading the business.

03/29/2023

Inflation makes us pine for the low-price days of a year or two ago, and our faulty memories aren’t helping.

03/28/2023

Being blind to the possibility of outlier events can mean sabotaging your decision-making and future. Here's how to short-circuit that tendency.

03/26/2023

Clients who are accumulating assets to spend during their lifetime should clearly understand the impact of taxes on their investments.

03/25/2023

When confidence in a bank or two is shaken, investors skittishly search for the next potential victim, pushing down bank stocks across the board. That’s exactly what happened.

03/24/2023

Do you have your "Go Envelope" ready? A Health Care Proxy is a critical legal and estate planning document that everyone should prepare and sign, but make sure you've taken these additional steps so that it gets used at the right time.

03/23/2023

With women now making many household financial decisions, dynamics are evolving in family finances, insurance, investments, and retirement planning

03/22/2023

The case for starting a family business and suggestions on how to mix the two for the best possible outcome.

Address

5991 Spring Garden Road
Halifax, NS
B3H1Y6

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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Our Story

Bloom Wealth and Legacy Planning is focused on the growth and protection of everything that is important to you – your family, your business, your career, your health, your retirement. Our integrated approach cultivates a specific plan for you and supports it through the different seasons and stages of your life. While we want to help you reach your end goals, we also believe it’s important that you thrive along the way. As the saying goes, the journey is as important as the destination. You can expect us to anticipate ways to save and protect your wealth and keep you up to date on opportunities as they arise. We are here to help you find answers to tough questions, helping you solve problems now with the goal to provide you with as much peace of mind as possible for tomorrow. At Bloom Wealth and Legacy Planning, we’re here to find out what you want to achieve in the short and long term and then customize a plan that will help you get there. Supported by a committed team whose skills and service enhance the vision for each client, Bloom Wealth and Legacy Planning is driven by a mantra of care, trust, and growth. You can count on us to be there for you, your family or your business during both the exciting and challenging times. Keeping your very best interests in mind are at the heart of our work each day. We’re here for you today, we’re in it for the long haul, and we look forward to earning your trust and watching you, and everything that’s important to you, flourish.